Cardly is a service that enables businesses to send personalized, handwritten cards and manage contacts through automated workflows. With Relevance AI, you can elevate this process by leveraging AI Agents to create meaningful connections at scale.
Cardly allows you to send authentic, handwritten cards at scale, while Relevance AI empowers you to automate and optimize these interactions with intelligent AI Agents.
Relationship Orchestration
AI agent automatically identifies and acts on key moments to strengthen customer connections through perfectly timed cards and gifts
Personalization at Scale
Agent analyzes conversation context and customer data to craft genuinely personalized handwritten messages for each recipient
Proactive Engagement
Anticipates customer milestones and lifecycle events to trigger meaningful appreciation gestures before they're expected
Relevance AI seamlessly integrates with Cardly to enhance your automated workflows with personalized card sending.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Cardly account
- A Relevance AI account with access to your project settings
- Authorization (you'll connect securely using OAuth—no sensitive info stored manually)
Security & Reliability
The Cardly integration with Relevance AI allows you to programmatically send personalized, handwritten cards while managing contacts through an automated workflow. This integration enables businesses to scale their personal communication while maintaining authenticity through Cardly's handwriting service.
With automated card sending and preview generation, you can streamline your communication efforts. The integration also includes secure OAuth-based authentication and address validation to ensure your data is handled safely and accurately.
To get started, ensure you have the required accounts and credentials, including a Cardly business account with API access and a Relevance AI account. You'll also need to set up OAuth credentials for Cardly API authentication.
Once your environment is ready, install the Relevance AI client and configure OAuth authentication. After initializing the client, you can create contacts, generate card previews, and send cards with ease.
In case of common issues, such as authentication errors or address validation failures, refer to the troubleshooting section for solutions. Remember to handle API responses appropriately and implement proper error handling in your production code.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
To get the most out of the Cardly + Relevance AI integration without writing code:
- Start with a clean contact list: Ensure all contact information is accurate and formatted consistently for optimal results.
- Utilize card templates: Leverage pre-designed card templates to streamline the card creation process and maintain brand consistency.
- Connect securely: Double-check your OAuth credentials and permissions to ensure a smooth integration experience.
- Test card sending: Use test contacts to send sample cards before launching full campaigns to avoid errors.
- Monitor API usage: Keep an eye on your API rate limits and adjust your sending frequency to prevent throttling issues.
